Loved this one, especially the parts digesting their business models. Will be very interesting seeing how these develop. I also find OEM International and HMS Networks as companies I want to watch closely, if valuations were to fall further.
Thanks Ole! I tried to focus mainly on the business models and presenting an introduction to the companies - the financials are maybe a bit superficial, but it's fascinating to see how much there is to gain to properly attempt solving hard problems in niches rather than focusing on general products and larger markets.
Loved this one, especially the parts digesting their business models. Will be very interesting seeing how these develop. I also find OEM International and HMS Networks as companies I want to watch closely, if valuations were to fall further.
Thanks Ole! I tried to focus mainly on the business models and presenting an introduction to the companies - the financials are maybe a bit superficial, but it's fascinating to see how much there is to gain to properly attempt solving hard problems in niches rather than focusing on general products and larger markets.
I think you copy past gross margin and operating margin. Both are mentioned same.
Yes, that was a mistake from me - thank you for spotting it. It's been corrected and updated now!